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  1. We would like to be able to track applicant clicks through the system so we can see if changes made impact user abandon rates in certain parts of their online journey with us. For example, when/where in the process do they give up? This would allow us to identify where we might need better instructions or a change in the questions or flow.

    20 votes

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  2. Currently, for active processes, there are three visibility options: Public, Restricted, and Internal.

    Public: Visible to applicants; applicants able to apply when open
    Internal: Not visible to applicants
    Restricted: Only visible to applicants with the corresponding access code

    Based on the use of our applicants & grantees, I would love to see a fourth option added that would allow a process to be visible to applicants, but locked, so that applicants would need an access code to apply. Essentially a restricted visibility where the applicants could still view the process as if it were public, but still requiring a code.

    10 votes

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  3. An EIN question for a fiscal sponsor that would allow a Candid Charity Check on the fiscal sponsor's number instead of applying organization.

    7 votes

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  4. Provide a metric that shows the ratio of applications that received an award to the total number of applications submitted. It can help measure the competitiveness and success of the grant program.

    3 votes

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    0 comments  ·  Custom Data  ·  Admin →
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  5. When creating a new report data set, it would be nice to have a "select all fields" option in order not to have to select each field.

    11 votes

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    3 comments  ·  Reporting  ·  Admin →
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  6. Have the option to enter the # of rows you want when cloning. Instead of having to clone 10 times, i can click "clone row" 1 time and enter a number and badaboom badabing i have that many copies of the row. Magic!!!

    11 votes

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  7. On numerous occasions, I have been asked how many organizations were declined for a specific process in a prior year, and which organizations were declined. It would be helpful to see this from the dashboard. Currently, denial drafts are visible, but not denials. Since there is no way to see this from the dashboard, I need to create a report to obtain this information which seems like a lot of effort for something that should be quickly accessed from a dashboard. I realize I could go to Search-->Requests and Decisions, but usually I also need to capture how much $…

    17 votes

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  8. When the universal application lists things that still need to be completed before an applicant can submit, is there a way they can be linked so an applicant can click and be taken to that incomplete section?

    30 votes

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  9. We often have to turn off automatic e-mails for short period of times when we work on individual requests and do not want the applicant to receive a notification.

    Sometimes, we forget to turn the automatic e-mail back on in the tool manager and it creates confusion.

    It would be great to be able to toggle off (an on) automatic e-mails for an individual request, directly in the request.

    4 votes

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    0 comments  ·  Email  ·  Admin →
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  10. We have a number of evaluators with conflicts. Would be great if we could record these conflicts in a form and then have the system prevent us from assigning an evaluator to read a request from an org they have a conflict with

    2 votes

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  11. When searching for users on GLM/SLM, the "Active" box is automatically pre-checked for "User Status".

    Adding a setting so that both Active and Inactive are pre-checked when searching for users would be helpful so that you don't forget to check "Inactive".

    1 vote

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    0 comments  ·  Search  ·  Admin →
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  12. Would be great if the character limit in comments be increased to 5000 from 2000. Site visit notes are usually longer and requires users to create multiple comments and coding them 1/3, 2/3, 3/3...

    5 votes

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    1 comment  ·  Admin →
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  13. Need the system to generate a score for the application based on how questions on the application are answered. For example: a GPA between 3.8-4.0 would receive 10 pts, 3.6-3.79 would receive 8 pts, etc. This could be a % score.

    9 votes

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  14. When using a UA, those first common questions are really for eligibility, at least the way we are using it. So when the potential applicants get to the confirmation page, for either the failure message or to see what scholarships they are eligible for, it says your application has been submitted, but really, it hasn't. They are, at that point, ready to enter the application and its questions. Can there be some terminology changes set for the first stage? I make it clear in my instructions what's to happen, but an applicant as you define it shouldn't really be one…

    14 votes

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  15. It would be really useful if the Copy Previous Answers function worked for all requests under an Organizational profile instead of just the specific User profile. This would be helpful for some of our organizations who experience high turnover or for folks who are applying when other colleagues are on leave.

    12 votes

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  16. Currently, if I copy a table in another application like Excel or a web browser, it pastes all the values into the destination cell. It would be great if I (and our grantees!) could paste or upload table data from other sources.

    5 votes

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  17. 10 votes

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    Feedback Needed  ·  0 comments  ·  CRM  ·  Admin →
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  18. I'd like to have an additional bucket I can put LOIs and Applications in that shows I've reviewed the application and there's an issue. As it is now, if it's in "Submitted", it implies we haven't looked at it yet, and if it's in "Complete" it implies there's no issue. I realize GLM was designed so that if there is an issue with an LOI/Application, we revert it to Draft status so the applicant can correct the issue, but in an effort to be as burdenless as possible, we often just reach out with an email and ask them to…

    7 votes

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    1 comment  ·  Statuses  ·  Admin →
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  19. 54 votes

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  20. Students can apply for multiple scholarship opportunities with our UA. If an evaluator saves an evaluation and clicks "next pending," the system takes them to the first scholarship opportunity the student applied for, which isn't the opportunity the evaluator was trying to read. This makes the "next pending" button basically useless. We would like a way to adjust this feature to stay within the same process.

    7 votes

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    0 comments  ·  UI/UX  ·  Admin →
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